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Original filing (PDF)20260225104908NAL0005874338001
J.D. BYRIDER SYSTEMS, LLC
Form 5500
FILING_RECEIVED
J. D. BYRIDER 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.3 moNo recordkeeper disclosed
Active participants
177
Accounts w/ balance
404
Plan assets (EOY)
$41.6M
Net assets (EOY)
$41.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.D. BYRIDER SYSTEMS, LLC.
Plan sponsor
Name
J.D. BYRIDER SYSTEMS, LLC
EIN
35-1969979
Address
12802 HAMILTON CROSSING BLVD. · CARMEL, IN · 46032
Phone
(317) 249-3200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER, & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $121K | — |
| PARK AND ELM INVESTMENT ADVISERS | 27-1332437 | — | NONE | $18K | — |
| SCS | 71-1004774 | — | NONE | $6K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | — | NONE | $0 | — |
Investments
26 direct securities· $41.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 37,521 | — | — | — | $7.7M | 18.4% | |
| JPMorgan Large Cap Growth Fund Class R6 66,044 | — | — | — | $5.5M | 13.3% | |
| MFS Value Fund R6 75,568 | — | — | — | $3.7M | 8.8% | |
| Dodge and Cox Income Fund X 232,718 | — | — | — | $2.9M | 6.9% | |
| American Funds EuroPacific Growth Fund R6 48,972 | — | — | — | $2.6M | 6.3% | |
| Standard Stable Asset Fund A 74,759 | — | — | — | $2.6M | 6.3% | |
| REGISTERED INVESTMENT COMPANIES American Century Small Cap Value R6 158,338 | — | — | — | $1.7M | 4.0% | |
| Carillon Eagle Mid Cap Growth Fund CL R6 19,515 | — | — | — | $1.5M | 3.7% | |
| Vanguard Mid Cap Value Index Fund Admiral 16,149 | — | — | — | $1.4M | 3.3% | |
| Invesco Discovery Fund 9,744 | — | — | — | $1.2M | 2.9% | |
| BlackRock LifePath Index 2045 Fund K 54,869 | — | — | — | $1.2M | 2.9% | |
| BlackRock LifePath Index 2050 Fund K 51,589 | — | — | — | $1.2M | 2.9% | |
| BlackRock LifePath Index 2035 Fund K 61,140 | — | — | — | $1.2M | 2.8% | |
| BlackRock LifePath Index 2040 Fund K 54,506 | — | — | — | $1.1M | 2.7% | |
| BlackRock LifePath Index Retirement Fund K 80,230 | — | — | — | $1.1M | 2.7% | |
| BlackRock LifePath Index 2055 Fund K 44,568 | — | — | — | $1.1M | 2.6% | |
| BlackRock LifePath Index 2030 Fund K 51,664 | — | — | — | $882K | 2.1% | |
| Fidelity U.S. Bond 80,674 | — | — | — | $824K | 2.0% | |
| MFS International Diversification Fund R6 25,349 | — | — | — | $579K | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25%-8.50%, with maturities through August 2029 0 | — | — | — | $488K | 1.2% | |
| BlackRock LifePath Index 2060 Fund K 16,602 | — | — | — | $358K | 0.9% | |
| Vanguard Balanced Index Fund Admiral 7,060 | — | — | — | $342K | 0.8% | |
| BlackRock LifePath Index 2065 Fund K 19,410 | — | — | — | $295K | 0.7% | |
| Fidelity Mid Cap Index Fund 3,205 | — | — | — | $108K | 0.3% | |
| Fidelity Total Intl Index Fund 5,391 | — | — | — | $72K | 0.2% | |
| Fidelity Small Cap Index Fund 2,489 | — | — | — | $69K | 0.2% |
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